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Curran Financial Partners’s Vanguard Industrials ETF VIS Stock Holding History

Curran Financial Partners’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.52M Buy
12,537
+403
+3% +$137K 0.67% 32
2026
Q1 		$3.79M Sell
12,134
-2,138
-15% -$694K 0.68% 32
2025
Q4 		$4.26M Buy
14,272
+132
+0.9% +$39.2K 0.81% 32
2025
Q3 		$4.19M Sell
14,140
-529
-4% -$153K 0.83% 33
2025
Q2 		$4.11M Buy
+14,669
New +$3.79M 0.91% 29
2025
Q1 		– Sell
-15,510
Closed -$3.95M – 105
2024
Q4 		$3.95M Buy
15,510
+155
+1% +$41.2K 1.04% 29
2024
Q3 		$3.99M Sell
15,355
-38
-0.2% -$9.3K 1.13% 29
2024
Q2 		$3.62M Sell
15,393
-24
-0.2% -$5.72K 1.21% 27
2024
Q1 		$3.76M Sell
15,417
-2
-0% -$454 1.31% 27
2023
Q4 		$3.34M Sell
15,419
-1,763
-10% -$355K 1.28% 27
2023
Q3 		$3.35M Sell
17,182
-645
-4% -$132K 1.46% 26
2023
Q2 		$3.66M Buy
17,827
+511
+3% +$97.7K 1.59% 25
2023
Q1 		$3.3M Sell
17,316
-2,579
-13% -$490K 1.57% 26
2022
Q4 		$3.63M Buy
+19,895
New +$3.56M 1.75% 20
2022
Q2 		– Sell
-31,319
Closed -$6.09M – 73
2022
Q1 		$6.09M Buy
+31,319
New +$6.02M 2.5% 15
2021
Q4 		– Sell
-27,380
Closed -$5.15M – 83
2021
Q3 		$5.15M Buy
27,380
+3,063
+13% +$601K 2.63% 14
2021
Q2 		$4.78M Buy
24,317
+3,445
+17% +$677K 2.63% 14
2021
Q1 		$3.95M Buy
20,872
+2,708
+15% +$482K 2.84% 12
2020
Q4 		$3.09M Buy
+18,164
New +$2.91M 2.65% 13

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Curran Financial Partners's VIS Position: Q2 2026 in Review

Curran Financial Partners increased its Vanguard Industrials ETF (VIS) stake by 3.3% in Q2 2026, buying an estimated $137K and bringing the position to 12,537 shares worth $4.52M. The position accounts for 0.67% of the portfolio, ranked #32.

Curran Financial Partners first reported a position in VIS in Q4 2020 and has held it in 19 quarters since. The position peaked at $6.09M in Q1 2022. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Curran Financial Partners held 12,537 shares of Vanguard Industrials ETF worth $4.52M as of Q2 2026.
  • Curran Financial Partners bought 403 Vanguard Industrials ETF shares in Q2 2026, an estimated $137K.
  • Vanguard Industrials ETF made up 0.67% of Curran Financial Partners's portfolio in Q2 2026, its #32 holding.
  • Curran Financial Partners first reported a position in Vanguard Industrials ETF in Q4 2020 and has held it in 19 quarters since.
  • Curran Financial Partners's Vanguard Industrials ETF position peaked at $6.09M in Q1 2022.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.